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MJS_IP's profile picture. Investor. Posts are not investment advice. Full disclaimer: https://drive.google.com/file/d/11DqRTAYYnutdsZs2slMxgl-zrRnE4V9q/view

MJS

@MJS_IP

Investor. Posts are not investment advice. Full disclaimer: https://drive.google.com/file/d/11DqRTAYYnutdsZs2slMxgl-zrRnE4V9q/view

88Posts 57Followers 66Following
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MJS_IP's profile picture.
MJS
 @MJS_IP
Oct 30

Fairlight really summed up outperformance in four points. Go where competition is least, look at ALL available ideas in those areas, and find best relative value. And then insulate yourself from outside noise. Obviously easier said than done but well stated @Fairlight_Cap

MJS_IP's tweet image. Fairlight really summed up outperformance in four points. Go where competition is least, look at ALL available ideas in those areas, and find best relative value. And then insulate yourself from outside noise. Obviously easier said than done but well stated @Fairlight_Cap
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MJS_IP's profile picture.
MJS
 @MJS_IP
Sep 5

Browning West publicly released their Letter to Board of Dominos Pizza Group PLC. Hopefully releasing letter publicly puts some pressure on $DOM.L management and board to increase share repurchases and stop pursuit of acquiring second brand. prnewswire.co.uk/news-releases/…

MJS_IP's tweet card. /PRNewswire/ -- Browning West, LP ("Browning West"), one of the largest shareholders of Domino's Pizza Group PLC ("Domino's" or "the Company"), with an...
Browning West LP publishes letter to the Board of Domino's Pizza Group PLC
Source: prnewswire.co.uk
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AlphaVulture's profile picture.
Alpha Vulture
 @AlphaVulture
Jan 13

You don't need a complicated and smart thesis to make money. The only thing that matters is that you are right. And it's (way) easier to be right on something simple. (2/5)

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brettgardner_10's profile picture.
Brett G
@brettgardner_10
Sep 17, 2024

One of the companies I wanted to write about in Buffett's Early Investments (pre-order here: amzn.to/3TvSHSc) was Merchants' National Properties. I couldn't find the right documents so I picked something else. But I did come across this letter from Warren Buffett to an…

brettgardner_10's tweet image. One of the companies I wanted to write about in Buffett's Early Investments (pre-order here: amzn.to/3TvSHSc) was Merchants' National Properties. I couldn't find the right documents so I picked something else. But I did come across this letter from Warren Buffett to an…
brettgardner_10's tweet image. One of the companies I wanted to write about in Buffett's Early Investments (pre-order here: amzn.to/3TvSHSc) was Merchants' National Properties. I couldn't find the right documents so I picked something else. But I did come across this letter from Warren Buffett to an…
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_inpractise's profile picture.
In Practise
@_inpractise
Aug 11, 2024

$tdg consistency is incredible

_inpractise's tweet image. $tdg consistency is incredible
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sidecarcap's profile picture.
Sidecar Investor
@sidecarcap
May 2, 2024

Long term returns almost always come down to how shrewdly capital is reinvested. It helps to have a genius doing it.

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